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Experience

    • France
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Senior Premium Auditor
      • Feb 2018 - Present

      UBIC is a single line insurance carrier specializing in worker’s compensation for construction companies. I’m engaged in training new auditors, completing audits and assisting the company in growing their brand . UBIC is a single line insurance carrier specializing in worker’s compensation for construction companies. I’m engaged in training new auditors, completing audits and assisting the company in growing their brand .

    • United States
    • Insurance
    • 1 - 100 Employee
    • Premium Audit Manager
      • Aug 2010 - Sep 2017

      Workfirst Casualty specializes in providing workers compensation coverage for the staffing industry.- Work closely with the underwriting department to confirm that each of our insured's clients are assigned to the correct workers compensation code prior to the policy being bond.- Complete in house workers compensation audits and conduct all reviews.- Monitor audit work flow by assigning work to fee companies when needed.- Monitor USR data submissions to NCCI and to the independent bureaus.- Working knowledge of NCCI's DCA Access system for unit stat submission.- Working knowledge of Beep in CDX for Independent bureau data submission. Show less

    • Premium Audit Manager
      • Aug 2010 - Sep 2017

    • United States
    • Independent Premium Auditor
      • Apr 2009 - Aug 2010

      Independently completed Workers Compensation and General Liability audits for several insurance carriers. Specializing in large workers compensation audits many with a maximum premium of 250,000 and an average completion time of 12 hours. Many of these audits required a time card test for the dual wage analysis, review of the multiple enterprise rules and review of AB 1914. Independently completed Workers Compensation and General Liability audits for several insurance carriers. Specializing in large workers compensation audits many with a maximum premium of 250,000 and an average completion time of 12 hours. Many of these audits required a time card test for the dual wage analysis, review of the multiple enterprise rules and review of AB 1914.

    • Senior Premium Auditor
      • May 2005 - Mar 2009

      Independently worked from home office with minimal supervision while consistently exceeding entity and team goals. Demonstrated ability to work well within a team environment by collaborating with others to complete large national audits, under significant time constraints, with multiple locations for auditable financial records. Possesses excellent written and verbal interpersonal skills with the ability to express and communicate concerns to others including the underwriting department, audit department and the broker of business. Manage and schedule audits in order to comply with company and premium audit goals. Maintained attention to detail while producing high quality work. Delivers on commitments and promises. Promote company products in order to provide more customer satisfaction and retention. Mentor new staff and assist them in communicating to underwriters as well as analyzing financial data in order to complete the audits. Foster excellent communication between the audit department, underwriting department and the broker of business. Support the premium audit team by testing new products with an analysis of their benefit to the audit team. Accepts responsibility for actions. Analyze financial records and determine if additional insurance is needed. Communicate information to the underwrting team. Communicate audit results and recommendations with insured as well as the underwriting department. Successfully managed a large territory of accounts in several states. Successfully completed workers compensation audits with no errors reported by the California Rating Bureau's Test audit program. Successfully managed audit disputes from insured's and the California Rating Bureau. Show less

    • United States
    • Insurance
    • Senior Premium Auditor
      • May 2003 - May 2005

      Successfully managed a large territory with minimal supervision. Communicated financial analysis to the underwriting and audit department. Managed and scheduled audits for General Liability, Auto and workers compensation policies. Successfully communicated with others with tact, diplomacy, and sensitivity. Trained new auditors how to analyze financial records and set up a spreadsheet. Assisted auditors on probation to meet their goals and to answer technical questions regarding the audit. Ensured accurate reporting of all scheduled automobiles by verifying vin #'s, gross vehicle weights, radius of travel and types of load's being hauled. Managed an audit territory of Sacramento Show less

    • India
    • Banking
    • 1 - 100 Employee
    • Premium Audit Specialist
      • Nov 2002 - May 2003

      Demonstrated experience in analyzing financial records of large corporations in the medical field and professional athletes for Workers Compensation and General Liability exposures. Managed a territory that Demonstrated experience in analyzing financial records of large corporations in the medical field and professional athletes for Workers Compensation and General Liability exposures. Managed a territory that

    • Senior Premium Auditor
      • Feb 1990 - Nov 2002

      Analyzed financial records of large corporations in order to develop accurate exposure basis for Workers Compensation, General Liability and Auto policies. Demonstrated ability to ensure a strong customer focus and to communicate with others with professional tactfulness. Proactively identified and resolved audit issues, problem, and concerns. Demonstrated ability to accept, prioritize, and complete all assignments. Worked with California Rating Bureau resolving audit disputes. Demonstrated experience in resolving audit disputes from insured's. Show less

    • INDEPENDENT BROKER
      • Mar 1989 - Feb 1990

Education

  • Brigham Young University
    Bachelor of Science, Business Administration

Community

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